BANDER Wealth Management

Working with BANDER means more than financial advice. We bring fresh ideas, smart tracking, and strategies that help you reach your goals with clarity and confidence. Clarity today is what gives you confidence tomorrow. banderwealth.com #BANDERWealth #TaxSmart #FinancialPlanning

🎙️ BANDER's own NFLPA Financial Advisor Blayne Andersen & CPA Joe Holloway are at the NFL Players Association Conference this week - and Joe just went live on ESPN The Fan!🎙️ The average NFL career? Just 3 years. That compressed earning window demands a smart plan. BANDER builds customized strategies for athletes AND everyday earners. 👇 🎧 tinyurl.com/Joe-Holloway-E… Contact us at 385-336-7898 or at banderwealth.com/contact-us @espnthefan @ronthe3manweav @CriddleBenjamin @BANDER_810 #NFLPA #FinancialPlanning #TaxStrategy #BanderWealth

BANDER Wealth is in Chicago this week for the annual NFLPA conference with Blayne A. Andersen, CFP®, and Joe Holloway from the BANDER Wealth Accounting Group. We’re proud to serve small business owners, retirees, and professionals through personalized planning and investment management. #NFLPA #BANDERWealth #Chicago

📣 Introducing the BANDER Wealth Management Live Webinar Series Free, interactive webinars designed to help you make educated, tax-efficient financial decisions - wherever you are. Join Registered NFLPA Advisor, CFP®, Blayne Andersen and the BANDER team for live sessions covering: • Retirement & Social Security strategies • Tax-efficient wealth planning • Investing & portfolio management • Market outlooks • Risk management & income strategies • Estate & legacy planning Get to know BANDER. Ask questions live. Gain clarity. 🔗For more info and sign up for the upcoming webinar schedule ---> banderwealth.com/webinar-regist… @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #WealthManagement #FinancialPlanning #RetirementPlanning #Investing #TaxPlanning

A Registered NFLPA Financial Advisor isn't a nice-to-have. It's essential. 🎙️ Catch Blayne's interview with ESPN's Ben Criddle below 👇 - hear his journey to earning this coveted credential and what it means for the athletes we serve. Congrats to the Class of 2026. We're in your corner. 💪 spreaker.com/episode/4-24-2… @CriddleBenjamin @ronthe3manweav @espnthefan @tailgatingcrew @BANDER_810 #NFLDraft2026 #NFLPA #BANDERWealthManagement #AthleteWealth #PlayerFirst

🏈 The #NFLDraft is here - and the real work starts after the spotlight fades. Next week, BANDER Wealth Management Founder Blayne Andersen heads to Chicago for the NFLPA Joint Conference of Agents & Financial Advisors - covering financial education, benefits, wellness, health & safety, and the lived player experience. Because overnight, these athletes go from college campuses to multi-year contracts, signing bonuses, and endorsement deals. The decisions made in those first months can shape their financial lives for years to come.

Your financial independence shouldn't be left to a rule of thumb. Let's build a dynamic plan centered around you. 💬 Ask us about our Lifetime Income Lab analysis. 🔗 banderwealth.com/contact-us 🪙 Here's a 50 second clip from Blayne Andersen, CFP® and Founder of BANDER, on the Endowment Model for portfolio diversification and resilience. @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810

In today's market - inflation, volatility, uncertainty - your retirement strategy deserves more than a formula.

🗽 April 25th is Financial Independence Day - and the date itself is the clue. The 4% Rule. The 25x Rule. Great starting points. But rules of thumb aren't retirement plans.

Still thinking about this sweet surprise 😊
Nothing beats clients showing up with delicious bread and a handwritten note 🍞It completely made our day!
We love our clients and don’t take their trust lightly. We’re here to do right by them every single day! #banderwealth #Clientappreciation #letsinvest

💰 Your Health Savings Account is one of the most powerful tax tools available - and you still have until April 15 (provider cutoff applies) to max it out for 2025. Triple tax advantage: ✅ Tax-deductible contributions 📈 Tax-deferred growth 🏥 Tax-free withdrawals 2025 Family Limit: $8,550 | Self-only: $4,300 Make every dollar count. Clock is ticking. 🕛 BANDER Wealth Management | banderwealth.com/resources @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #HSA #TaxDay #TaxTips #WealthManagement

This week’s Let’s Talk About Stats segment on @espnthefan featured Kyler Kasper, Ben Criddle & Blayne Andersen, CFP® of BANDER Wealth breaking down BYU football, WR play, and Kyler’s upside. Blayne is Chief Investment Officer at BANDER Wealth and a Registered Financial Advisor with the NFLPA. BANDER Wealth provides personalized financial planning & investment management for small business owners, retirees, & professionals. Listen here: podcasts.apple.com/us/podcast/cou… #BYU #BYUFootball #GoCougs #ESPN960

Real estate investors: if you sold a property after Oct. 16 and your 1031 Exchange isn't done - Your 180-day window could close April 15th instead of day 180. Filing a tax extension before Tax Day preserves the full timeline. One deadline. Potentially six figures at stake. → banderwealth.com/contact-us #TaxSeason #TaxPlanning #1031Exchange @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810

Most people have a CPA and a wealth advisor - but rarely working together. That’s where gaps happen: • Tax strategy ≠ portfolio activity • Investment strategy ≠ tax impact → Missed opportunities At BANDER, our Accounting Group optimizes the integration of wealth advisement and accounting - so every decision is aligned with your long-term goals. We’ll also coordinate with your current CPA. Coordination isn’t a bonus. It’s how outcomes improve. Now offering complimentary Tax Return Observations & Analysis.👇 banderwealth.com/bander-account… @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #WealthManagement #TaxPlanning

We love our clients… especially when they take us all over the world 🌍✈️ Grateful for the relationships we’ve built and the journeys we get to be a part of—both financially and personally. Here’s to more adventures together! #letsinvest #banderwealth #wealthmanagement

No one hands you a financial playbook when you go from W-2 to 1099 or start your own business. Money questions hit fast - and the foundation usually needs to start before you think it does. On ESPN, Ben Criddle asked how BANDER advises athletes navigating NIL. Blayne Andersen’s answer: the same 5 pillars apply at any age: • Estate & Liability • Tax Strategy • Risk Management • Income Planning • Investment Strategy The pillars don’t change - but what you keep can, if you wait. Comment “PILLARS” or visit 👇banderwealth.com/contact-us for a complimentary review. @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #FinanceGoals #FinanceTips

Changed job - Changed income - Changed benefits? Same old unreviewed financial plan? 🚨 One listener came to us after switching jobs - we helped: → Add an IRA + 401k → Set up an HSA → Build a college plan for 4 kids → Create a short/mid/long-term bucket strategy When one thing changes, it can quietly throw off everything else. We've opened a limited number of complimentary Tax Efficiency Reviews. 📅 Schedule yours: banderwealth.com/contact-us @CriddleBenjamin @ronthe3manweav @espnthefan @BANDER_810 #FinanceGoals